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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,116 | $77,901-33.1% | $149,717-65.2% | $75,181-30.7% |
| Participation rate | 61.1% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.1pp |
| Annual return | 17.21% | 31.73%-14.5pp | 134.41%-117.2pp | 160.69%-143.5pp |
| Employer contribution / active EE | $654 | $3,137-79.2% | $4,820-86.4% | $2,671-75.5% |
| Participant deferral / active EE | $3,692 | $3,411+8.2% | $5,682-35.0% | $4,126-10.5% |
| Admin fee / account holder | $10,625 | $5,949+78.6% | $13,213-19.6% | $5,650+88.1% |